Services

Our professional services team adds value to your implementation of Hazeltree’s Treasury Management solution by accelerating and maximizing the returns on the investment you make. Hazeltree’s experienced professionals have significant experience in both buy- and sell-side industries. With a consistent implementation methodology, The Hazeltree Way™, and a sincere dedication to customer satisfaction, deriving a sustainable competitive advantage through treasury management is a straightforward matter.   

  • Implementation
  • Support
Implementation
Our professional services team will help you realize a smooth, timely and successful implementation. The Hazeltree Way™ has helped numerous clients get off to a great start in transforming their treasury function into a key strategic asset

Discovery

Our professional services team gets involved during the sales process to ensure that we commit to what we can deliver. During discovery, we work with clients to clearly define the project scope, timeline, success criteria, and budget.  

 


small_service_icon_planPlan

From the outset, we provide project oversight and management to help manage risks, identify objectives, and assign ownership of individual tasks.

 


Deploy

We install and configure our products to support the best workflows for our clients and guide them in identifying the features and functionality they’ll need. As part of our deployment phase, we integrate your counterparty data flows into your Hazeltree implementation.


Document

We create a detailed  document with the scope, timeline, configuration, workflows, and success criteria of your implementation. This document helps keeps the collective project teams focused on successful completion time and on budget.  

 


Automate

We automate repetitive tasks and streamline manual processes to minimize risk and boost your productivity.  

 


Integrate

We work with your IT staff to build connections between your Hazeltree implementation and other critical applications, minimizing friction points and seamlessly exchanging data between systems.  

 


Customize

We work with your end-users to design and build special reports or tools to meet your unique requirements.  

 


Train

Our consultants begin training at the earliest phase of implementation and continue throughout the project lifecycle. We’ll tailor the training, on-site or online, to meet your specific needs.  

 


Go-Live

We work with your end-users to extensively test our solution and only go-live once, together, once we have confirmed everything is ready.

Support
We have a stake in your success. We’ll help keep your Hazeltree solution running smoothly over the life of your business.

small_service_icon_problem_resolutionProblem Resolution

For issues that need fast, expert attention, our highly skilled customer-focused support team responds quickly to get you the right answers.

 


small_service_icon_upgradeUpgrade

We are continuously improving and evolving our solutions and offer free upgrades regularly. Let us take the lead so you can start benefitting from the latest functionality with minimal disruption to your business.

 


small_service_icon_learnLearn

As we upgrade our products with new capabilities, we continuously offer our clients additional training to ensure they are getting the most from their Hazeltree implementation

BENEFITS

A comprehensive approach to implementation

Reports and tools designed to fit your needs

Normalized data for seamless analysis

Proactive, continuous global support